这段文字记录了一场关于中国最大的汽车制造商比亚迪的李柯（Stella Li）的讨论，内容涉及她最近关于特斯拉的声明、中国对技术共享的开放态度，以及比亚迪的未来规划。汉斯·纳尔逊（Hans Nelson），该领域的专家，对其中复杂的动态提供了深刻的评论。 李柯表示，即使在贸易紧张局势下，中国也愿意与外国公司分享电动汽车和自动驾驶的关键技术。她还表达了比亚迪与特斯拉合作的愿望，认为内燃机是共同的敌人。她澄清了比亚迪关于在美国和墨西哥建立潜在工厂的计划。 纳尔逊提出了一个谨慎的观点，强调了西方公司与中国公司合作的历史。他认为，中国经常将此类合作描述为“双赢”，但实际上，中国优先考虑自身的利益，通过提取知识产权和复制技术。一旦他们获得了必要的知识，他们就会转变权力动态，导致对原始合作伙伴的激烈竞争。他以西方汽车制造商在中国的经历为例，合资企业最初带来了可观的利润，但最终导致了激烈的竞争和利润率下降，因为中国公司掌握了技术。 他对比亚迪有兴趣与特斯拉合作并不感到惊讶，因为特斯拉拥有先进的驾驶辅助技术。纳尔逊承认，比亚迪呼吁共同对抗燃油汽车与特斯拉的使命相符，但他告诫埃隆·马斯克要注意，任何与比亚迪共享的技术都可能迅速传播到整个中国汽车行业，从而可能造成激烈的全球竞争。 讨论触及了比亚迪最近推出的“天眼”自动驾驶系统。 纳尔逊认为比亚迪正在采取“喷洒和祈祷”的方法，尝试各种技术，包括激光雷达，而不是展示清晰的技术愿景。 他不认为他们是自动驾驶领域的领导者，而是认为这更多的是为了在ADAS领域保持竞争力。 李柯还确认比亚迪目前没有在美国推出电动汽车的计划。这与新政府的政策变化相符。比亚迪也没有就其在墨西哥建厂的计划做出决定。 纳尔逊强调，中国共产党很可能认为特斯拉的网约车技术具有独特的价值，并希望将其融入中国国内产业。埃隆·马斯克需要睁大眼睛进行谈判，了解长期影响和潜在风险。 讨论转向特斯拉的完全自动驾驶（FSD）在中国受到的评价。 最初，中国专家的怀疑态度在经过仔细测试后转变为赞扬。 视频展示了FSD在具有挑战性的场景中的能力，例如在狭窄的山路上行驶以及在恶劣的光照条件下检测小物体。 这种情绪的变化归因于中国用户首次体验FSD并认识到其功能。 纳尔逊表达了他对该技术推广及其继续改进的潜力感到兴奋。 他指出，虽然仍然存在一些缺陷，但推广的速度和质量表明了特斯拉人工智能团队的能力。 对话的最后强调了埃隆·马斯克的其他事业，例如SpaceX和Starlink的战略重要性。 他认为，这些资产使马斯克在与中国、美国和其他国家的谈判中拥有筹码，尤其是在太空优势方面。

This transcript captures a discussion about Stella Li of BYD, China's largest automaker, and her recent statements regarding Tesla, China's openness to technology sharing, and BYD's future plans. Hans Nelson, an expert in the field, provides insightful commentary on the complex dynamics at play. Stella Li indicated that China is willing to share key technologies in electric vehicles and autonomous driving with foreign companies, even amidst trade tensions. She also expressed BYD's desire to collaborate with Tesla, viewing internal combustion engines as a common enemy. She clarified BYD's plans concerning potential factories in the US and Mexico. Nelson offers a cautionary perspective, emphasizing the history of Western companies' partnerships with Chinese firms. He argues that China often frames such collaborations as "win-win," but, in reality, prioritizes its own gains by extracting intellectual property and replicating technology. Once they've acquired the necessary knowledge, they shift the power dynamic, leading to intense competition for the original partner. He points to the experiences of Western automakers in China as a prime example, where joint ventures initially led to significant profits but ultimately resulted in fierce competition and dwindling profitability as Chinese companies mastered the technology. He expresses no surprise at BYD's interest in partnering with Tesla, given Tesla's advanced driver-assistance technology. Nelson acknowledges that BYD's appeal to combat gas cars aligns with Tesla's mission, but cautions Elon Musk to be aware that any technology shared with BYD could rapidly disseminate throughout the Chinese auto industry, potentially creating intense global competition. The discussion touches upon BYD's recent introduction of its "God's Eye" autonomous driving system. Nelson believes BYD is taking a "spray and pray" approach, experimenting with various technologies, including LiDAR, rather than demonstrating a clear technical vision. He doesn't consider them a leader in autonomous driving, seeing it more as a move to stay competitive in the ADAS landscape. Li also confirmed BYD's current lack of plans to introduce EVs in the US. This aligns with the change in policy with the new administration. BYD also had no decision being made on their plans to build a plan in Mexico. Nelson emphasizes that the CCP likely sees Tesla's ride-hailing technology as uniquely valuable and wants to incorporate it into China's domestic industry. Elon Musk needs to enter negotiations with eyes wide open, understanding the long-term implications and potential risks. The discussion shifts to the reception of Tesla's Full Self-Driving (FSD) in China. Initial skepticism from Chinese experts has turned into praise after meticulous testing. Videos are shown demonstrating FSD's capabilities in challenging scenarios, like navigating narrow mountain roads and detecting small objects in difficult lighting conditions. This change in sentiment is attributed to Chinese users experiencing FSD for the first time and recognizing its capabilities. Nelson expresses his excitement about the technology's rollout and its potential to continue improving. He notes that while there are still some imperfections, the speed and quality of the rollout demonstrate the capabilities of Tesla's AI team. The conversation concludes by highlighting the strategic importance of Elon Musk's other ventures, such as SpaceX and Starlink. He argues that these assets give Musk leverage in negotiations with China, the United States, and other countries, particularly in the context of space superiority.